Weekend Show – Sat 14 Sep, 2019

Hour 1 – Recapping The Beaver Creek Conference and Change In Investing Money Flows

It was a busy week for me at the Beaver Creek conference. I had over 30 meetings which impeded me from recording daily editorials. I’ll be back to it next week with my full slate of guests. 

I managed to record this weekend show’s full hour before traveling home on Friday morning. Most of the show this week is focused on the previous metals and resource stocks. I hope you all enjoy and have a great weekend!

Keep on touch by emailing me at Fleck@kereport.com.

  • Segment 1 – Chris Temple, Founder of the National Investor, kicks off the show by recapping the week. We discuss trade “developments” and the new ECB QE program. We also look ahead to the Fed next week as well as the shift in markets. 
  • Segment 2 and 3 – David Erfle, Founder of the Junior Miner Junky, and I recap the Beaver Creek investment conference we attended this week. We look at the expectations for gold and the stocks that caught out eye… Please note we recorded this in Friday morning. The comments Dave made regarding silver and the levels he was watching were all made before the breakdown happened. It makes the numbers all the more important.
  • Segment 4 – Jayant Bhandari wraps up the show by sharing his trading strategy and a couple stocks he likes. 

Chris Temple
David Erfle
Jayant Bhandari

John Rubino over at Dollar Collapse – Thu 12 Sep, 2019

A Big Picture Look At The Never Ending Trade Wars

I have been very busy at the Beaver Creek conference and will be sharing some of my favorite companies when I’m back next week. There are a lot of very interesting production and exploration stories that I think are still going under the radar. It’s been a great conference but sadly today is my last full day of meetings.

In the meantime here is a conversation I had with John Rubino regarding the ongoing trade wars. We take a step back from the day to day news to discuss where we see talks going as well as how economies around the world are being impacted.

Click here to visit John’s site – Dollar Collapse.com.

Chris Temple from The National Investor – Thu 5 Sep, 2019

Trade optimism is reversing markets today- Here’s what’s important for the long term trends

Overnight we got news that the US and China are going back to the negotiating table in early October. This is popping US markets over short term resistance levels and hitting the precious metals. Chris Temple joins me to outline what is actually going on with these trade talks. We also discuss if this changes his portfolio strategy and what it would take on the trade front to delay the expected recession.

Click here to visit Chris’s site and sign up for his newsletter.

Chris Temple from The National Investor – Tue 3 Sep, 2019

More Signs That The Global Slowdown Is Finally Hitting The US

Chris Temple, Founder of The National Investor joins me to share his thoughts on the ISM data out this morning and why he does not think we are going to see any actual improvement on the trade front. This all ties into a more pessimistic outlook for US markets and further pushes the Fed into a no win situation.

Click here to visit Chris’s site for more of his insights.

Ed Moya – Senior Market Analysts at OANDA – Tue 3 Sep, 2019

Trade Wars Are Getting Worse But Here Are Some Potential Optimistic Outcomes

Ed Moya, Chief Market Analyst at ONANDA joins me today for a look at the moves in the markets. We are seeing a continuation of fears in the market as US markets are selling off and the dollar and precious metals are moving higher. A lot of the fear revolves around the ongoing trade war between the US and China. For as negative as everyone is Ed shares some thoughts on how it could get better in the near term.

Click here to follow along with what Ed is writing about at OANDA.

Exclusive Comments from Marc Chandler – Fri 16 Aug, 2019

Yields, China Issues, and a look ahead to next week’s news

Marc Chanlder, Managing Partner at Bannockburn Global ForEx shares his thoughts on the bond market in the US and around the world. We also dive into the issues China is facing with trade tensions and the protests in Hong Kong. We then look ahead to next week and the news events that are the most important.

There’s a lot take in in this interview but if you have any follow up questions please email me at Fleck@kereport.com.

Click here to visit Marc free blog – Marc to Market.

Chris Temple from The National Investor – Tue 13 Aug, 2019

As trade drives markets now some bigger themes need to be noted – Yield Curve Inversions and Fed Policy

Chris Temple, Founder of The National Investor joins me for some comments on a looming yield curve inversion in the US and how the general Fed’s policy will play out for markets. Even with the delay of some tariffs announced this morning the yield curve and Fed policy remain the major long-term drivers that investors need to take note of.

Click here to visit Chris’s site and take advantage of his flash sale for new and current subscribers.

Chris Temple from The National Investor – Mon 12 Aug, 2019

Just How Likely Is China To Break Off and Set Up A Major World Divide For Trade?

Chris Temple, Founder of The National Investor joins me today for a wide ranging discussion on how the trade war is pushing China into signing it’s own trade deals. This would set up a completely different world in terms of trade, banking, and currencies. Some of the topics discussed are the possibility of a Petro-Yuan and comparing the banking systems in China, Europe, and the US.

I will be traveling the rest of today so posting will light.

Click here to visit Chris’s site and take advantage of his flash sale for new and current subscribers.

Dana Lyons Commentary – Thu 8 Aug, 2019

Is the buy the dip mentality starting to change for US markets?

Dana Lyons, Fund Manager has stated in the past that he was taking a buy the dip mentality for the US markets and gold. As we discuss today that is changing a bit and he is looking to be more defensive for in his portfolio management. Also Dana has some very interesting comments on why he thinks it is not just the Fed and trade wars leading to the uneasiness in the markets.

Click here to visit Dana’s free blog.

Also click here for his subscriber site where you get more specific trading advice.

Click here to follow Dana on Twitter.

Ed Moya – Senior Market Analysts at OANDA – Wed 7 Aug, 2019

Risk on continues to get sold off… but is a major decline right around the corner?

Ed Moya, Senior Market Analyst at OANDA joined me today to share his thoughts on the selloff in stocks. Trade is a major issue but central banks also issuing warnings about global growth through their actions are seriously shifting money flows.

Click here to visit the OANDA website and follow along with Ed’s daily commentary.